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| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $40,792 | $202,440-79.8% | $169,390-75.9% | $139,466-70.8% |
| Participation rate | 100.0% | 81.1%+18.9pp | 77.2%+22.8pp | 80.3%+19.7pp |
| Annual return | 9.94% | 532.36%-522.4pp | 406.07%-396.1pp | 373.66%-363.7pp |
| Employer contribution / active EE | $1,172 | $4,693-75.0% | $4,013-70.8% | $4,754-75.3% |
| Participant deferral / active EE | $6,045 | $6,940-12.9% | $6,222-2.9% | $6,712-9.9% |
| Admin fee / account holder | $240 | $10,722-97.8% | $9,015-97.3% | $11,409-97.9% |